{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"PIWORLD Investor Podcasts","title":"A piworld interview with David Thornton","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/6635c44d\"></iframe>","width":"100%","height":180,"duration":3535,"description":"This video can be seen at: http://www.piworld.co.uk/2020/10/16/a-piworld-interv…h-david-thornton/\n \nGrowth Company Investor update, October 2020\nDavid Thornton is Owner & Editor of Growth Company Investor (GCI). He tells piworld of his new ownership of GCI, updates on companies he mentioned in July, and gives an overview of those companies he’s recently interviewed, which he feels have good growth prospects.\nIntroduction - 00:18 What does the new ownership mean for GCI & subscribers - 00:46 David’s background – 02:35 How did David’s July 20 recommendations do? - 03:25 Venture Life (VLG), Accrol (ACRL), Codemasters (CDM), Victoria (VCP), Manolete (MANO), AFH Financial (AFHP) Current recommendations: Gaming Realms (GMR) – 08:23 DX Group (DX.) - 14:34 Think Smart (TSL) – 19:15 IMImobile (IMO) - 27:03 Motorpoint (MOTR) - 32:11 Inspired Energy (INSE) - 35:08\nQ&A – 41:10 At DX. what does the balance sheet & return on capital look like? – 41:16 IMO – who are the big competitors – 43:20 IMO – would it list in the US, if so would it leave AIM? - 44:32 VLG – Are you worried about the cash conversion? - 45:00 GMR – will it need to raise cash as it grows? - 46:35 MANO – would you cut losses or average down? - 47:53 AGFX – what’s your take on the H1 trading update? - 49:44 CDM & GMR – will you be building your positions? - 52:29 GMR – what’s the next chance of US gaming news re lockdown and Slingo – 54:25 Do you look at mid caps or larger caps? – 55:28\n \nAbout David Thornton Following an extensive career in the City David is Editor & Owner of Growth Company Investor (GCI), an excellent publication about Small Cap Shares. David, graduated 1982 and went into the City as a trainee UK equity investment analyst with an insurance company. 1985 started managing money at Br Gas pension fund. 1987-04 fund manager at Henderson. Spent 4 years doing US equities before returning to UK desk. 2006-12 launched and ran an East European fund at a hedge fund boutique (Russia, Turkey, Poland,...","thumbnail_url":"https://img.transistorcdn.com/oB5fNE4aIAia_YyTCKvE1PzrZQaD1Fjo_P7m7T9Aw_Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kOTJi/ODBiMzBmOGFhZWJi/MWEzYThkMzAyNmZm/MTdjZi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}